Revenue segments as reported by the company.

Semiconductor solutions

Infrastructure software

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Selling, general and administrative

Amortization of acquisition-related intangible assets

Restructuring, impairment and disposal charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Broadcom

CA Technologies

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Broadcom reports stellar Q1 results, eyes AI and broadband growth

Broadcom delivered strong financial performance in Q1 2023, driven by robust Semiconductor Solutions and Networking segments.
While facing challenges in certain segments like Infrastructure Software and Wireless, Broadcom's strategic focus on growth areas like broadband and AI-driven networking presents promising opportunities.
Overall, Broadcom's solid operational efficiency, diversified revenue streams, and strategic engagements position it well for future growth and profitability.

Broadcom posts strong Q2 results, eyes AI growth opportunities

Broadcom reports solid Q2 performance with revenue growth across key segments, strong free cash flow, and progress in the pending VMware acquisition. While facing challenges in certain revenue streams, the company is well-positioned to capitalize on opportunities in AI, networking, and supply chain resilience.

Broadcom posts strong Q3 results, eyes AI growth opportunities

Broadcom delivered solid Q3 performance with revenue growth, strong margins, and operational efficiency, positioning well for future growth.
The company faces challenges in certain segments and operational predictability but is leveraging strengths in networking, software, and AI for future opportunities.
With a focus on shareholder returns, technological advancements, and market positioning, Broadcom is poised for continued success and growth in the semiconductor industry.
Analyst recognition of Broadcom's resilience and market positioning underscores the company's strengths and potential for sustained performance and innovation.

Broadcom posts record revenues, eyes VMware growth in fiscal '24

Broadcom delivered strong financial performance in Q4 '23 and fiscal 2023, with record revenues and growth in key segments.
The acquisition of VMware positions Broadcom for significant revenue growth in fiscal '24, with a focus on core areas and divestiture of non-core assets.
Challenges include transitioning VMware customers to subscription models and ensuring successful integration post-acquisition.
Opportunities lie in continued semiconductor revenue growth, expansion in generative AI, and strategic initiatives within VMware for revenue acceleration.

Broadcom reports stellar Q1 earnings, focuses on core strengths

Broadcom's Q1 2024 earnings call highlighted impressive financial performance, strategic focus on core strengths, and disciplined capital allocation, reflecting resilience and growth potential.
While facing challenges related to memory costs and software strategy shifts, Broadcom remains well-positioned to capitalize on opportunities in infrastructure software, customer support, and strategic integrations.
Investors can expect continued shareholder value enhancement, market leadership in core segments, and strategic initiatives driving growth and profitability for Broadcom in fiscal year 2024.

Broadcom excels in Q2 with $12.5B revenue, focuses on AI and networking dominance

Broadcom's Q2 2024 showcased robust financial performance, driven by key segments like AI, infrastructure software, and networking. With a revised revenue guidance of $51 billion for fiscal '24 and a forward stock split, Broadcom is poised for continued growth and market leadership.

Broadcom reports stellar Q3 results, eyes growth amid sector challenges

Broadcom delivered robust financial performance in Q3 2024, driven by strong revenue growth across key segments and a positive outlook for Q4.
While facing challenges in broadband and industrial resales, the company remains well-positioned to capitalize on opportunities in wireless, AI, and networking segments.
With a focus on maintaining strong EBITDA margins and strategic planning to address challenges, Broadcom aims for continued growth and market leadership in fiscal 2024.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Netflix

A German court ruled that Netflix (NFLX) is infringing on a Broadcom (AVGO) patent and ordered the company to stop streaming video in the country using Broadcom's technology.

Netflix Loses Broadcom Patent Lawsuit In Germany

A German court has ruled that Netflix Inc (NASDAQ:NFLX) has infringed a patent held by Broadcom Corporation (NASDAQ:AVGO), related to high-quality video streaming. Netflix was told by the German court to cease and desist its use of Broadcom patented technologies.

Netflix loses to Broadcom in video patent case

C3.ai

Alphabet

Microsoft

NVIDIA

Palantir Technologies

Symbotic Inc

AI stocks are controversial for multiple reasons. One of the most obvious factors is that AI poses a threat in many ways.

September's 7 Most Controversial AI Stocks: Buy or Bail?

A court in Germany has ruled that Netflix Inc. has been infringing on a Broadcom Inc. patent related to video coding, Broadcom Inc. said on Monday.

Netflix ordered to ‘cease and desist' infringing on Broadcom patent in Germany

SAN JOSE, Calif., Sept. 25, 2023 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO) announced today that the District Court of Munich, Germany, ruled that Netflix is infringing a Broadcom patent related to HEVC/H.265 video coding. The court issued an injunction requiring Netflix to cease and desist all further infringement in Germany.

Munich Court Rules Netflix Is Infringing Broadcom Video Patent; Imposes Injunction

Advanced Micro Devices

Intel

KLA-Tencor

QUALCOMM

Taiwan Semiconductor Manufacturing

Analog Devices

Applied Materials

ASML Hld

Cadence Design Systems

Lam Research

Micron Technology

Synopsys

Texas Instruments

The world is experiencing a multi-trillion-dollar shift in the semiconductor industry. The semiconductor revolution (which I have discussed for years) has enabled much of the technological progress we have witnessed over the past 50 years.

Semiconductor companies are in denial about this sea-change with their biggest customers

Wall Street doubts Google will pull its business, but the stock's big run has made the chip maker more sensitive to market fears.

Broadcom's AI Business Won't Be Easy to Chip Away

The S&P Semiconductors Select Industry Index has topped both price-wise and on a relative basis. That bodes poorly for the sector.

2 Charts That Show Semiconductor Stocks Are Poised to Drop

Bristol-Myers

Chevron

Public Service Enterprise Group

Southern Company

TipRanks' analyst ranking service pinpoints Wall Street's best-performing stocks, including Chevron and Broadcom.

'Top Wall Street analysts' are bullish on these dividend stocks

Several sources tamped down concerns that Broadcom could lose Google as an AI chip customer. Yesterday, The Information had reported that Alphabet was considering other alternatives.

Why Broadcom Stock Was on the Rebound Today

AVGO management has done well to replace its $32B bridge debt with a three-part Term Loan, with the variable interest rate largely tied to the SOFR rate. We believe AVGO's approach is prudent indeed, with market analysts already projecting a rate freeze in the upcoming FOMC meeting and a Fed pivot by early 2024. The management's excellent cost optimization has also contributed to its expanding profit margins, despite the intensified R&D efforts over the past few years.

Broadcom's AI Tailwind Is Still Here, With 2024 Likely To Accelerate It

Despite the meteoric rise of AI-related stocks, including Broadcom, and especially Nvidia, growth stocks like these typically plow earnings back into projects with high revenue potential, such as AI chips.

Challenges Hit Broadcom Stock, But Analysts See EPS Growth

Google has reportedly shot down rumors that it is looking to end its relationship with chipmaker Broadcom Corporation (NASDAQ:AVGO), according to Reuters. Shares of Broadcom tumbled on Thursday morning after The Information reported that executives at Google, owned by Alphabet Inc (NASDAQ:GOOG), have been in discussions about severing ties with Broadcom as a supplier of artificial intelligence (AI) chips as early as 2027.

Google dismisses speculations of cutting ties with Broadcom

Shares of Broadcom Inc. (AVGO) slid nearly 4% in early trading Thursday after an unconfirmed report said Alphabet Inc. (GOOGL) subsidiary Google may drop the chipmaker in favor of producing tensor processing units (TPUs) in-house.

Broadcom Shares Fall After Report Google Doesn't Want To Buy Its AI Chips

Foot Locker

GameStop

When a company's executives and board members voraciously buy their own stock suddenly, it's worthy of attention. Share purchases by insiders are often viewed as a vote of confidence in a company's stock.

Bullish Signs: 3 Insiders Snapping Up Company Stock

Google is considering dumping Broadcom in favor of a competitor's AI chips, according to reports. Broadcom had predicted that AI chips would generate a quarter of its revenue, up from 15% in June.

Why Broadcom Stock Was Down Today

Broadcom (NASDAQ: AVGO ) stock is sliding lower on Thursday as investors discuss the potential of Alphabet's (NASDAQ: GOOG ,NASDAQ: GOOGL ) Google dropping the chip company. According to recent reports, executives at Google are discussing the possibility of no longer using Broadcom chips for its artificial intelligence ( AI ) projects.

AVGO Stock Alert: Is Google Giving Up on Broadcom?

Broadcom stock fell Thursday after a news report said Google could drop Broadcom as its supplier of artificial intelligence chips as soon as 2027.

Broadcom Stock Falls On Report Saying Google AI Chip Business At Risk

Tech publication The Information reported that Alphabet's (GOOGL) Google is thinking about dropping its artificial intelligence (AI) chip supplier Broadcom Inc (NASDAQ:AVGO) as early as 2027.

What's Dragging This Chip Stock Lower

Broadcom Corporation (NASDAQ:AVGO) shares tumbled on Thursday on the news that Google is considering severing ties with the semiconductor firm. According to a report by The Information, executives at Google, owned by Alphabet Inc (NASDAQ:GOOG), have been in discussions about severing ties with Broadcom as a supplier of artificial intelligence (AI) chips as early as 2027.

Broadcom shares slide as Google eyes in-house chip design

Broadcom Inc. shares were falling more than 6% in premarket trading Thursday after a report indicated that executives at Google have thought about ditching the company as its supplier of artificial-intelligence chips.

Broadcom's stock tumbles as potential loss of Google business would dent AI story

Marvell Technology

Markets continued to move lower Thursday morning amid worries about Fed monetary policy. Broadcom shares fell sharply as reports surfaced that Alphabet's Google might seek alternatives to its AI chips.

These 2 AI Stocks Are in a High-Stakes Cage Match Right Now

Google executives have had extensive discussions about dropping Broadcom as a supplier of artificial-intelligence chips as early as 2027, according to a report.

Broadcom Stock Is Plunging. The Google AI Chip Deal May Be at Risk.

Prudential Financial

Visa

The money you save now can help you have a more prosperous retirement. While putting money in your bank account is better than discretionary spending, your savings account will lose value each year due to inflation.

3 Retirement Stocks That Should Be on Every Investor's Radar This Fall

Amazon

Arista Networks

Analyzing the stock market takes a lot of effort. Investors have to stay on top of earnings reports, industry news, economic reports and major events.

News for Broadcom Stock (AVGO)